If you are using Indeemo's Recruitment Integration, please visit Recruitment with Indeemo.
Please note that there are a few different scenarios and ways to onboard respondents so please ensure that you follow the instructions relevant to your project.
- Adding & Inviting Respondents
- Adding & Inviting Respondents using URL/ QR Code (Customised Registration Page & Opt in Consent)
- Adding & Inviting Respondents using Anonymous Emails
- Adding and Inviting Respondents to use Indeemo via their browser/ Desktop only
- The Respondent Onboarding Experience
- Searching/ Filtering for Respondents
- Downloading the Respondents View data
Quick Tour of the Respondents view
The Respondents view allows you to add respondents, provides an invitation template, send Reminders, track Registration status, remove respondents.
Moderators, Recruiters and Project Owners have access to this screen.
Observers do not see this screen.
Please find more on Roles & Permissions:
- If support@indeemo.com has set up the project for you: Roles & Permissions
- If you have set up the project yourself: Self Service: Roles & Permissions
Adding & Inviting Respondents
If you are using Indeemo's Recruitment Integration, please visit Recruitment with Indeemo.
If you are using URL/ QR Code sign up or Opt in Consent, please visit Adding & Inviting Respondents using URL/ QR Code sign up & Opt in Consent.
If you are using Anonymous Emails, please visit Adding & Inviting Respondents using Anonymous Emails
For detailed information on adding respondents to your project and inviting them to register, please watch this video then scroll down for more information.
Step 1: Add Respondent Emails to the relevant Target Groups
When you are ready to add your respondent emails to your project, please click on the “Add Respondents” button.
In the popup that appears:
1. Click on “Choose Project” to select your project
2. Click on “Choose Target Group” to select the Target group you wish to add the Respondents to.
3. Type/ paste in the respondents’ emails. Ensure that each email address appears on a separate line in the text input field.
4. Clicking on the “Add” button will add their email addresses to the chosen Target on Indeemo.
Respondents will not receive an invitation email.
Respondents will show in the grey 'Not Registered' status:
Step 2: Invite Respondents to Register for Indeemo
When you add the email addresses to the dashboard, the Indeemo Dashboard does not send an automatic invite to the Respondents, you or the recruiter will need to do this via email external or separately to Indeemo.
Our experience is that Researchers prefer to choose how and when they activate Respondents and as a result we do not automatically invite Respondents when they are added to the system.
Clicking on the 'Respondent Email Template' button (as shown below) will display sample text which has the steps respondents need to follow as well as the register link that they all need.
You can copy & paste this, customise it as you need to and then you or the recruiter can send it when you are ready to onboard the Respondents.
Multiple languages of this template are available.
Step 3: Respondents Register & Download the Indeemo App
Please find videos which show what will happen next on the respondents side - please note there are different videos depending on how respondents have been invited to register: How Respondents Register with Indeemo, Download the Indeemo App & Log in
Step 4: Respondents Status Changes to Registered
Once respondents have followed the steps to register and login to the Indeemo App:
- Their status will change to the green 'Registered' status
- Their names will automatically populate on the left
- You will see either a Phone or Envelope icon on the right
- Phone icon: Indicates respondents have enable their push notifications for the Indeemo app
- Envelope icon: Indicates respondents have not enabled their push notifications and therefore any notifications will be send to their email address instead
Adding & Inviting Respondents using URL/ QR Code (Customised Registration Page & Opt in Consent)
For details on using this feature, please visit: URL/ QR Code respondent onboarding
Step 1: Copy the URL/ QR Code for each Target Group
Step 2: Invite Respondents to Register for Indeemo
Step 3: Respondents Register & Download the Indeemo App
Please find videos which show what will happen next on the respondents side - please note there are different videos depending on how respondents have been invited to register: How Respondents Register with Indeemo, Download the Indeemo App & Log in
Step 4: Respondents appear in their Target Group under the Registered status
Once respondents have followed the steps to register and login to the Indeemo App:
- Their status will be the green 'Registered' status
- Their names will automatically populate on the left
- You will see either a Phone or Envelope icon on the right
- Phone icon: Indicates respondents have enable their push notifications for the Indeemo app
- Envelope icon: Indicates respondents have not enabled their push notifications and therefore any notifications will be send to their email address instead
Adding & Inviting Respondents using Anonymous Emails
In studies of a sensitive nature, Indeemo can assign you a series of @indeemo.email emails.
The reason why we create the emails is because:
- We can guarantee they have not been used before
- We can handle password resets if needed
How do they work?
- Indeemo assigns you a series of @indeemo.email emails.
- You/ your recruiter in turn assign these to your respondents. Respondents use this email to register and log in to your project.
This negates the need for respondent personal details to be added to the Indeemo Dashboard.
If you as moderator will have access to participant email addresses anyway, then it is unlikely you would need anonymous email addresses.
Step 1: Request the list of @indeemo.email emails
support@indeemo.com sends the emails in the same confirmation email where they confirm the project is set up and ready.
If you are setting up the project yourself or you have not received the emails from Support, please email them at support@indeemo.com.
Step 2: Add the @indeemo.email emails to the relevant Target Groups
When you are ready to add the @indeemo.email emails to your project, please click on the “Add Respondents” button.
In the popup that appears:
1. Click on “Choose Project” to select your project
2. Click on “Choose Target Group” to select the Target group you wish to add the emails to.
3. Paste in the @indeemo.email emails. Ensure that each email address appears on a separate line in the text input field.
4. Clicking on the “Add” button will add the email addresses to the chosen Target on Indeemo.
Respondents will not receive an invitation email.
Respondents will show in the grey 'Not Registered' status:
Step 3: Invite Respondents to Register for Indeemo
When you add the @indeemo.email email addresses to the dashboard, the Indeemo Dashboard does not send an automatic invite to the Respondents, you or the recruiter will need to do this via email external or separately to Indeemo.
Please find the email template you need to use here: Respondent Invite Email for Anonymous (@indeemo.email) Emails
You can copy / paste this, customise it as you need to and then you or the recruiter can send it when you are ready to onboard the Respondents.
Step 4: Respondents Register & Download the Indeemo App
Please find a video which shows what will happen next on their side - please note there are different videos depending on how respondents have been invited to register: How Respondents Register with Indeemo, Download the Indeemo App & Log in
Step 5: Respondents Status Changes to Registered
Once respondents have followed the steps to register and login to the Indeemo App:
- Their status will change to the green 'Registered' status
- Their names will automatically populate on the left
- You will see either a Phone or Envelope icon on the right
- IMPORTANT! When using anonymous emails, it is important that you see Phone icons only! Otherwise, respondents will not receive any notifications.
- Phone icon: Indicates respondents have enable their push notifications for the Indeemo app
- Envelope icon: Indicates respondents have not enabled their push notifications and therefore will not receive any notifications
Adding and Inviting Respondents to use Indeemo via their browser/ Desktop only
For more on when and why respondents might use the browser version of Indeemo, please visit: Respondents using Indeemo via Desktop/ Browser
The same steps as outlined in the above sections of article can be followed when onboarding respondents via their Browser/ Desktop.
IMPORTANT! The only difference is the invite email that Recruiters/ Moderators should send to Respondents with instructions the Respondents need to register to use Indeemo via their browser/ Desktop only: Respondent Invite Email for Browser/ Desktop Users
FAQ
What if a respondent shows in the green 'Registered' status as soon as their email is added to the project (before they have been invited)?
This indicates that they already have an Indeemo account so the instructions for them would be to:
1. Log out from the Indeemo App.
2. Delete the Indeemo App fully
3. Re-install the Indeemo App: indeemo.com/download
4. Log back into the App
What if a respondent is already associated with a previous research project?
If you receive the below message, it means that the respondent is currently linked to another live and ongoing project on Indeemo
Unfortunately, an email address can be connected to only one project at a given time.
The Respondent Onboarding Experience
Once the respondents receive the email invite from you or the recruiter, they will register to take part.
Please find a video which shows what will happen next on their side - please note there are different videos depending on how respondents have been invited to register: How Respondents Register with Indeemo, Download the Indeemo App & Log in
Searching/ Filtering for Respondents
Use the drop down filters and click Search to search for Respondents by Project, by Target, by their name or Registration status.
Downloading the Respondents View data
In order to export the data from the Respondents view, please:
1. Choose your project from the project filter, click search.
2. Click 'Excel' to export.
This export contains the following for each respondent: Project, Target Group, Email, First Name, Last Name, Alias added, Total Uploads, Number of Photos, Videos and Notes, date of Last Upload, Registration status, as well as all Reminders sent.
